Real Assets – Page 20
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White papersGerman residential real estate
In our previous piece, we laid out why the current market situation indicates an attractive entry point into European real estate markets as the cycle starts turning. This is particularly the case for those segments or markets where leasing market fundamentals are favorable. In this article, we elaborate on the market fundamentals of German residential real estate.
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White papersRiding the technical tailwinds: The outlook for investment-grade credit
Credit markets have had a comparatively easy ride so far in 2024, and investment-grade corporate spreads are now at some of their tightest levels for a long time. But investors must guard against complacency.
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White papersTime to get active: Finding opportunities in emerging-market debt
Emerging markets have remained robust amid the economic and political uncertainties of 2024, but active management will be important if debt investors are to identify standout performers over the coming months.
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White papersAn ABS renaissance? Why it may be time for insurers to reconsider asset-backed securities
Securitisation performs a vital role in capital markets and asset-backed securities have historically been a core holding for insurance companies. This article revisits the investment thesis for ABS and explores why the stage may be set for something of a renaissance.
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White papersWhy it’s (still) a good time to invest in private real estate credit
We believe it’s a good time for debt. Benefits include diversification—a lack of correlation to other asset types— as well as returns comprised primarily of income, attractive relative value, and equity cushion to absorb asset stress due to unexpected events. Given current market opportunities, private real estate credit looks particularly attractive today.
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White papersA new cycle commences
The last two years have been testing for real estate investors in Europe. From the post-pandemic highs to a sharp reversal driven by inflation and interest rates, the investment environment feels as cold as the year to date has been warm. But just as past cycles turned, so will this one. And there are indications that it is.
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White papersThe REIT place, the REIT time
With interest rates peaking, real estate investment trusts are set to leverage new growth opportunities in a shifting economic landscape.
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White papersEuropean life sciences real estate
It’s darkest before dawn in European real estate markets
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White papersWomen in CRE: Amy Price
When a door opens, “charge through it,” says the president of BGO.
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White papersPrioritizing DC Plan Participant Outcomes with Private Real Estate
Most retirement plan sponsors and fiduciaries design well-thought-out, diversified portfolios for retirement plan participants. However, in comparing U.S. defined benefit (DB) and defined contribution (DC) plans, we notice differences in private asset allocations, in particular, to private real estate, despite both plan types seeking to solve for the same goal: income replacement in retirement.
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White papersCharter Hall Group 2024 ESG Data Book
Charter Hall Group (ASX:CHC) is one of Australia’s leading integrated property groups. We predominately co-invest in the funds and partnerships managed by the Group, for assets within the Office, Retail Shopping Centre, Industrial & Logistics, Social Infrastructure | & Long WALE Retail sectors. For investors in Charter Hall Long WALE REIT (ASX:CLW), Charter Hall Retail REIT (ASX:CQR), and Charter Hall Social Infrastructure REIT (ASX:CQE) consolidated environmental performance data tabs have been provided.
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White papersCharter Hall Group 2024 Sustainability Report
This Sustainability Report covers our business activities as Charter Hall Group (CHC or the Group) and our managed property funds and assets for the financial year ending 30 June 2024.
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White papersCharter Hall Group 2024 Annual Report
(CHC, Charter Hall or the Group) is one of Australia’s leading fully integrated property investment and funds management groups. For more than three decades, we have focused on the collective ambitions of our customers, driving mutual success and enduring impact.
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White papersCharter Hall Group FY24 Results Presentation
We use our expertise to access, deploy, manage and invest equity to create value and generate superior returns for our investor customers
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White papers2024 U.S. Affordable Housing Impact Report
At Nuveen Real Estate, we recognise that the shortage of affordable housing options is a prevalent issue and significant market opportunity. We are committed to investing to preserve affordability, improve housing quality and sustainability, and enhance resident well-being in assets across the globe with dedicated affordable housing impact investments in the U.S.
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White papersSchroders Capital Global Real Estate Lens June 2024: your go-to guide to global property markets
Our Global Real Estate Lens summarises the key data and trends for prevailing economic and capital market conditions, real estate occupier markets, and private real estate debt markets.
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White papersSchroders Capital Global Real Estate Lens July 2024: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
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White papersData centers: Poised for a new wave of growth
AI’s explosive growth is propelling the data center sector into a new era of demand, driven by surging capacity needs and record-low vacancy rates. High barriers to entry and the critical role of data centers in the digital infrastructure make the sector a compelling and resilient investment opportunity amidst the evolving commercial real estate landscape.
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White papersBond Voyage: A journey into fixed income
In this summer edition of Bond Voyage, we discuss topical themes in liquidity, emerging-market debt, investment-grade credit and global sovereign bonds.
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White papersLiquidity optimisation for insurers: Building a bespoke portfolio solution
In the third part of our liquidity optimisation series, we look at how bespoke liquidity portfolios that take into account the interplay between different assets can suit the needs of insurers.
